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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,444 | $109,411-63.0% | $89,435-54.8% | $158,982-74.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 18.66% | 345.68%-327.0pp | 245.55%-226.9pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,182 | $3,173+0.3% | $2,587+23.0% | $4,763-33.2% |
| Participant deferral / active EE | $5,497 | $4,600+19.5% | $3,890+41.3% | $5,983-8.1% |
| Admin fee / account holder | $966 | $6,159-84.3% | $4,884-80.2% | $11,252-91.4% |